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Showing episodes and shows of
Paloma Goggins
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MERGER SHE WROTE
EP 11 | What Happens After You Sign the Papers?
Why do so many business sales collapse at the last minute? It’s not the money, it’s the emotions.In this episode, “Seller Whisperer” Denise Logan, both a therapist and attorney, shares the hidden psychological traps that quietly kill deals. From fear-driven reactions like fight, flight, or freeze to the identity crisis that follows a sale, she reveals why selling a business is one of the most emotionally charged transitions an entrepreneur will ever face.Packed with powerful stories, practical insights, and her unforgettable “marbles in a jar” metaphor, Denise shows how addressing t...
2025-08-12
1h 11
MERGER SHE WROTE
EP 10 | How Do You Know When a Deal Isn’t Right?
Would you sell your family business if the money looked right, but something felt off?Amber Finley of Bug Off Pest Control shares what happened when a surprise buyout offer landed in her inbox. What started as a dream deal quickly raised red flags and forced her family to choose between a fast payout and their long-term legacy.Hit play to hear the red flags, tough calls, and lessons every founder should know before saying yes to a deal.
2025-07-29
48 min
Practical and Positive Leadership
Ep. 21 - Psychology Meets M&A: Negotiating with Heart
In episode 21 of Practical and Positive Leadership, Monica welcomes a guest who's reshaping how we lead through high-stakes decisions—Paloma Goggins, mergers & acquisitions attorney and founder of Nocturnal Legal.From Big Law boardrooms to Main Street business deals, Paloma shares the unfiltered truth about guiding clients through emotionally charged transactions with strategy, empathy, and razor-sharp legal insight.If you're navigating complex deals or leading in pressure-filled environments, this episode is your masterclass in trust-building, decision-making, and protecting what matters most.
2025-07-15
16 min
MERGER SHE WROTE
EP 9 | 5 Signs Your Business Is Ready for Strategic Funding
Want investors to notice your business? Learn what it really takes to attract strategic capital.Diti Sangoi, founder of Devi8 Ventures, pulls back the curtain on what venture capital and private equity firms look for and why a million-dollar business isn’t enough without the right strategy. In this candid conversation with Paloma Goggins, Didi shares hard-earned insights on building investor trust, structuring smarter deals, and knowing when to fundraise (and when not to).You’ll hear why storytelling, timing, and sustainability matter more than hype or valuation—and how founders can avoid the hi...
2025-07-15
48 min
MERGER SHE WROTE
EP 8 | Would You Buy Your Own Business At That Price?
Want top dollar when you sell? It all starts with your numbers.In this episode, financial systems expert Louise Hipperson reveals what buyers really look for when evaluating your business and why messy books can quietly kill your deal.She joins Paloma Goggins to break down the biggest financial missteps sellers make, from confusing cash vs. accrual accounting to ignoring add-backs and sloppy forecasting. You’ll learn how to clean up your books, present numbers buyers trust, and build the kind of financial story that makes your business irresistible.Whether you're pl...
2025-07-01
58 min
MERGER SHE WROTE
EP 7 | Selling Soon? This Is the First Place Buyers Will Look
Protect your sale by uncovering legal landmines and HR risks before it’s too late!Thinking about selling your business? Don’t let hidden employment issues kill your deal. Employment law pro Sarah O’Keefe joins Paloma Goggins to reveal the silent deal-breakers—like misclassifying contractors, outdated offer letters, and family members on payroll with no paper trail.You’ll learn how simple fixes—like tightening up benefit programs, rethinking non-compete clauses, and using the right employment docs—can make or break your valuation. Whether you're years from selling or already in talks, this quick-hit...
2025-06-17
39 min
MERGER SHE WROTE
EP 6 | Are You Leaving Value on the Table?
Building a successful business worth selling requires strategy, resilience, and purpose. Tyler Copenhaver-Heath shares his extraordinary journey from a humble dirt lot with no electricity to founding a groundbreaking automotive customization company trusted by clients like the Rolling Stones, WWE, and the NFL.In this episode, Tyler reveals how he defied traditional business norms—reinvesting profits into technology, creating high barriers for competitors, and balancing growth with deep emotional ties to his team. He offers honest insights into the financial and personal challenges of knowing when to let go.More than jus...
2025-06-03
55 min
MERGER SHE WROTE
EP 5 | The Business Arc: From Foundation to Final Deal
Steve Adams went from bagging groceries to building—and selling—two successful businesses. In this episode, he shares how a family emergency led him to take over a struggling maintenance company, and how government contracts became the key to scaling and stability.From the truth about vending machines to navigating tough negotiations during his exit, Steve offers practical advice and honest insight into what it really takes to build a business someone wants to buy.Thinking about your own exit strategy? Don’t miss this one.
2025-05-20
58 min
MERGER SHE WROTE
EP 4 | Scaling Up? Don’t Skip Cybersecurity!
Cybersecurity isn't just for big tech, it’s crucial for any business looking to grow or sell. In this episode, cybersecurity expert Paige Hanson, co-founder of SecureLabs, breaks down why strong security practices can make or break your company’s future.With 60% of small businesses never recovering from cyberattacks, this conversation is a must-listen. Paige shares how threats change as you scale and why buyers care about your security setup, especially in regulated industries like healthcare.From frameworks like NIST and SOC 2 to AI scams like voice cloning, this episode covers what every business owner need...
2025-05-06
55 min
MERGER SHE WROTE
EP 3 | Death, Taxes, and Your Business: A Love Triangle
Every business owner eventually faces the pivotal question: What’s next?Whether you plan to sell, pass the company to family, or explore another path, the outcome depends on how and when you prepare.In this episode, wealth strategist Suzie Eyrich shares why the most successful transitions begin three to five years before an exit. This timeframe allows key strategies to take root, from tax-efficient planning to family succession structures that preserve both equity and harmony.We’ll explore how the right planning can turn a tax burden into an opportunity, how charitable givi...
2025-04-22
45 min
MERGER SHE WROTE
EP 2 | More Than Paperwork: The Role of Relationship Banking in Acquisitions
Purchasing a business is exciting but often overwhelming, especially when it comes to financing. In this episode, Dan Foley from Evolve Bank pulls back the curtain on SBA lending, offering valuable insights into the process. He shares how his shift from processing applications to helping clients create compelling business plans led to higher approval rates and more confident buyers.Dan reveals common pitfalls, like the challenges of earnouts, seller transitions, and industry licensing and shares eye-opening real-life stories, including one involving mistaken felony charges and a surprise $100,000 from the Treasury Department days before closing.
2025-04-08
45 min
MERGER SHE WROTE
EP 1 | Legacy Matters: Finding the Right Home for Your Business
Kazem Harfouche, Managing Partner at Cedar Crest Capital, explores a major market gap affecting small business owners across the U.S. Many successful businesses with decades of profitability and under $3 million in EBITDA face uncertain futures because they don’t fit the high-growth model private equity firms prefer. As Kazem puts it, “The kids don’t want to take them over because they’re not cool enough.”Cedar Crest Capital takes a different approach—preserving what works rather than forcing aggressive growth. They focus on maintaining employee relationships, brand identity, and operational stability, offering own...
2025-03-24
44 min
The Neil Haley Show
The Neil Haley Show 10-3-24
Today on The Neil Haley Show, Neil “The Media Giant” Haley will interview Mehcad Brooks and Reid Scott, Chris Richards on the Business Spotlight Podcast with Scott Smith, Teresa Kaufman of the Innovative Recruitment Solutions Podcast, Paloma Goggins, and Kenny Mauck with Sherrie Clark of The Storehouse Media Group Podcast.
2024-10-03
00 min
The Neil Haley Show
Ep. 1015 - The Neil Haley Show
Today on The Neil Haley Show, Neil “The Media Giant” Haley will interview Mehcad Brooks and Reid Scott, Chris Richards on the Business Spotlight Podcast with Scott Smith, Teresa Kaufman of the Innovative Recruitment Solutions Podcast, Paloma Goggins, and Kenny Mauck with Sherrie Clark of The Storehouse Media Group Podcast.
2024-10-02
00 min
The Financial Purpose Podcast
Ep 30: Get your business house in order!
In this episode of The Financial Purpose Podcast, I talk with Paloma Goggins, Corporate and M&A Attorney and founder of Nocturnal Legal. Listen for our discussion what business owners need to know about forming business entities, creating and maintaining good operating agreements, and most importantly - how to prepare for an eventual smooth exit by beginning with the end in mind. Visit https://nocturnallegal.com/ to learn more about Paloma and Nocturnal Legal.Learn more about Dale L Shafer II, CFP® and Life Moves Wealth here.
2023-10-03
56 min